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Resource Management

Ask questions about Resource Management by Smartsheet or about the Resource Management panel.

Project does not create in Control Centre due to this error.
Only happens with some project managers, not all. Yet all licensed the same?
Resource Management | Confirmed vs Unconfirmed Hours
Hello, Community! In RM, I've noticed that incurred hours includes confirmed and unconfirmed hours in RM. This is where I've directed PMs to obtain the actuals and total number of hours for the project. There is an 'Account Setting' that has 'Incurred Hours and Amounts'. It is currently set at 'Confirmed hours and…
How to show tentative projects in Resource Management that are set up through Control Center
I am using Control Center to provision projects that have been approved to work on. All projects are housed on an intake sheet and are provisioned through control center once the project is approved. The approved projects are linked to Resource management. Is it possible to have tentative projects (one's that have not been…
adding users
I ended up signing up online for smartsheet online and paid for a years subscription following trial. My team members put up request for smartsheet through corporate IT and were given access. Not sure why I keep getting pop up prompting to add more licenses.
Black-out dates for Resources in SS Resource Management tool
My organization is international so having resources in multiple time zones, we operate on a 24-hour clock for many projects. Has anyone figured out how to create a centralized calendar outside of the RM? Also within RM, how can you configure the tool to prevent a resource from being added to a task on their blackout…
Exporting Project List from Resource Management
Fellow RM users, is anyone else having issues in exporting a project list from Resource Management. We have been having issues for months and are trying to isolate the issue. Smartsheet believed it was an issue with my corporate McAfee or file size restrictions, therefore I accessed from my personal laptop not on the…
Understanding 'availability' data point
Hello - We have noticed that the data percentage of availability does not equate to what was planned. We have some resources assigned to 100% of the available time but we still see that the resource has some availability noted in the schedule view. We have ensured number of working days/hours is correct. We do allocate…
What would the reason a coworker sees different resources after clicking the resource view icon?
The issue I am having right now is that for a project schedule for which I have activated resource management tracking, the resource view I see and the view a colleague of mine sees shows different resources. He is a license user and is an administrator in the workspace where the shared schedule is, Why is he seeing…
How to create a task that starts when the project starts and ends when the project ends?
I have three oversight tasks for PM, Executive Sponsor, and Technical Director. I want them to start when the project starts, and end when the project ends. In MS project this was done by "anchoring," where I would copy and past the start date in the column, and then if the start date that was originally copied was…
Can the outline / rolled up task automatically follow sub-task dates
In Smartsheet, if I have an activity with subtasks, the parent duration will automatically expand / contract to fit the subtasks. In RM, it seems that I have to set the phase date ranges - and also the sub-task (work item) dates? E..g., let's say I have a Phase that I set as Start 1st Feb and End 1st March. If I then…

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Report for Non-Aggregated Days
Our contracting companies submit invoices monthly, and the invoice dates reflect the actual calendar dates worked. However, in Resource Management (RM) and Advanced Reporting, time data is aggregated by week. When I filter for January 1–January 31, the system returns data based on the week-ending date. As a result,…
How to account for planned employee hires?
Hello all, In our Smartsheet RM instance we have a planned ERP replacement project which has a huge resource demand starting in a few months, but we plan to hire additional staff between now and then in order to balance supply and demand. However, we cannot represent the new hires in RM right now because they have not been…
Schedule > Capacity view missing 1 of our disciplines
Today I noticed that the Capacity view under the Schedule section is only showing 19 of our 20 disciplines. I checked all of the filters on the left side of the page, but they are all set to "All". Any ideas what might be causing this? I'd rather not use up 1 of our Pro Desk sessions to figure this out.

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